GARLAND CAPITAL MANAGEMENT INC
Adviser information for GARLAND CAPITAL MANAGEMENT INC last updated from Form ADV on January 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Washington, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 152 | $201.0M |
Non-Discretionary | 0 | $0 |
Total | 152 | $201.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 37 | $17.2M |
HNW Individuals | 48 | $183.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
500 108TH AVE NE, #955BELLEVUE
WA
United States
Monday - Friday, 8:30 AM - 4:00 PM
Tel: 425-646-7366, Fax: 425-646-7395
Websites
Chief Compliance Officer
ANDREA GARLAND
VP, CCO
500 108TH AVE NE, #955
BELLEVUE
WA
United States
Tel:
425-646-7366
Fax:
425-646-7395
A************@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GARLAND, JOHN, THOMAS | Individual | – | PRESIDENT, DIRECTOR | 03/1998 | 50-75% |
GARLAND, JOYCE, MARY | Individual | – | SECRETARY | 03/1998 | 50-75% |
GARLAND, ANDREA, LYNN | Individual | – | VP, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 05/2011 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBVIE INC | COM | 8M | 45K | – |
ALEXANDRIA REAL ESTATE EQ IN | COM | 4M | 32K | – |
AMERICAN ELEC PWR CO INC | COM | 4M | 41K | – |
BANK NEW YORK MELLON CORP | COM | 6M | 95K | – |
CHEVRON CORP NEW | COM | 5M | 33K | – |
CISCO SYS INC | COM | 5M | 114K | – |
COMCAST CORP NEW | CL A | 4M | 101K | – |
CVS HEALTH CORP | COM | 4M | 61K | – |
DIGITAL RLTY TR INC | COM | 5M | 30K | – |
INTEL CORP | COM | 3M | 108K | – |
INTERNATIONAL BUSINESS MACHS | COM | 5M | 30K | – |
INTERNATIONAL FLAVORS&FRAGRA | COM | 4M | 43K | – |
JOHNSON & JOHNSON | COM | 5M | 33K | – |
JPMORGAN CHASE & CO. | COM | 9M | 43K | – |
MEDTRONIC PLC | SHS | 4M | 46K | – |
MERCK & CO INC | COM | 8M | 61K | – |
MICROSOFT CORP | COM | 254K | 568 | – |
NORTHERN TR CORP | COM | 4M | 46K | – |
NOVARTIS AG | SPONSORED ADR | 5M | 50K | – |
PEPSICO INC | COM | 5M | 33K | – |
PFIZER INC | COM | 4M | 138K | – |
PROCTER AND GAMBLE CO | COM | 7M | 42K | – |
PRUDENTIAL FINL INC | COM | 6M | 47K | – |
ROCKWELL AUTOMATION INC | COM | 4M | 15K | – |
RTX CORPORATION | COM | 4M | 42K | – |
TOTALENERGIES SE | SPONSORED ADS | 4M | 58K | – |
TRAVELERS COMPANIES INC | COM | 6M | 30K | – |
UNITED PARCEL SERVICE INC | CL B | 5M | 39K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 36K | 72 | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 88K | 1K | – |
VANGUARD INDEX FDS | VALUE ETF | 631K | 4K | – |
WELLTOWER INC | COM | 5M | 51K | – |